Harvest Integration with Metric.aifor Professional Services Analytics

Automatically import the time logs, clients, projects, roles, employees, and rates of your consulting firm from Harvest's time tracking and forecasting

About Metric.ai

Metric.ai is a business intelligence software tailored for professional services. All crucial measurements of your business are taken from your current tools.

Control profitability, rates, cash flow, hours and utilization from your CRM, project management, time tracking and finances software without any workflow changes.

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About Harvest

Harvest is a web-based time tracking and invoicing application relied on by creative businesses in over 100 countries.

Time tracking your team will actually use

Easy and professional invoicing

Powerful reporting to keep you on top of project progress and profitability

Apps and integrations tailored to your workflow

Intuitive team scheduling through our sister application Forecast

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What does Harvest+Metric.ai integration do?

Metric.ai properly maps clients, projects, employees, roles, and rates from Harvest to augment analytics data. Harvest invoices are used to build cash flow. Expenses are pulled from Harvest to populate expenses in projects in Metric.ai. Multiple times per day Metric.ai imports hours from Harvest.

How to connect Harvest and Metric.ai

Metric.ai automatically syncs with Harvest multiple times per day after the initial connection. To connect Metric.ai to Harvest, perform the following procedure:

Sign in to Metric.ai

Select INTEGRATIONS from the left menu

Click + ADD INTEGRATION button

Select Harvest from the list of integrations

Authorize Metric.ai app in Harvest account

Wait for couple hours (depends on the number of records) for the data to appear in Metric.ai

Validate that clients, projects, employees, roles, rates, and expenses have been synchronized correctly.

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Harvest + Metric Integration Step 1

Click + ADD INTEGRATION button

Harvest + Metric Integration Step 2

Select Harvest from the list of integrations

Harvest + Metric Integration Step 3

Authorize Metric.ai app in Harvest account

Harvest + Metric Integration Step 4

Wait until the initial data import is finished

Harvest + Metric Integration. Imported projects.

As with example data, types of each project should be recognized

Harvest + Metric Integration. Time logs.

Billable and internal time entries are imported for each project

Harvest + Metric Integration. Time & material project.

For Harvest's time & material projects, billable rate will be recognized

Harvest + Metric Integration. Fixed price project.

For Harvest's projects with fixed budget, a price will be recognized

Harvest + Metric Integration. Past and current projects.

By default only current project are visible, to show past projects choose "All" in the filter